Our goal is to make sure every client who no longer works, has a plan that does

Retirement Planning

Are you taking taxes into consideration when planning your retirement? If not, you might have a big surprise waiting for you.

Social Security Planning

Social Security is a VERY important factor in your retirement plan. Be sure you know all of your options, so you aren’t leaving money on the table.

Life Insurance

Did you know life insurance can be used for your retirement income? Each situation calls for a three-step process: Discovery, Education and Implementation.

Long-Term Care

Long-Term Care is an important piece of the retirement planning pie. There are so many wonderful options available to help should you need to transition when the unexpected happens.

Vital Tax Solutions

Vital Tax Solutions was established with the vision to serve our clients’ needs with a forward-thinking approach to aid them with both their current and long-term tax needs.

For Seniors

We are acutely aware of the challenges faced by today’s seniors.  Our long experience working with seniors has made us aware there are five major concerns every retiree faces.

Why we do it

If you are like most people, the first step in your retirement planning is a good education. At The Optimus Group, we specialize in teaching and coaching our clients how to use their investment options to maximize returns. A balanced portfolio can be your strongest asset.

Your financial security is our goal and educating you on the value of investing in a variety of vehicles is part of the process. Learn how to use your 401(k), IRA, Roth and company pension along with Social Security to set your retirement goals so you can obtain financial freedom.

The professional financial coaches at The Optimus Group are here to help you succeed in your long-term financial planning. Contact Us Today for a Free Consultation and discover your direction. Get the expert advice you need to make the smart decisions about your financial future.

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Stay in touch with us

Have any questions?

info@theoptimusgroupLLC.com

Fax Us

(518) 688-9010